401(k) · DOL Form 5500 · 2023

Roux Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$93M
Total assets
347
Participants
91st
Percentile by assets
$267,582
Avg per participant
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Official DOL plan name: Roux Associates, Inc. Profit Sharing/401(k) Plan · Sponsored by Roux Associates, Inc. · New York · Professional & Technical Services

$93M in assets, 347 participants

Roux Associates, Inc.'s Roux Associates, Inc. Profit Sharing/401(k) Plan reported $93M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 91st percentile by assets (of 127,072 plans)
  • #18,689 in Professional & Technical Services (20,321 peers)

Coverage in New York

Roux Associates, Inc. Profit Sharing/401(k) Plan covers 347 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $93M.

$93M
total plan assets (2023 EOY)
347
covered participants
91st
percentile by assets (of 127,072 plans)
$267,582
avg assets per participant

Where Roux Associates, Inc. Profit Sharing/401(k) Plan sits by total assets

Roux Associates, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$92,851,088 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roux Associates, Inc. Profit Sharing/401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Roux Associates, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $71M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Roux Associates, Inc. Profit Sharing/401(k) Plan reported participants rose from 313 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Roux Associates, Inc. Profit Sharing/401(k) Plan reports 347 participants - about 43% of that state average ($93M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$93M
Net Income$22M
Employer EIN112579482
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roux Associates, Inc.)

$60M$80M$100M$120M 202220232024 $71M $110M ▲ +54.4%
Total plan assets by year, all Roux Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 313 $71M
2023 1 347 $93M
2024 1 425 $110M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roux Associates, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roux Associates, Inc…, Total assets ($B): 0.092851088 · Participants: 347Roux Associates, Inc…IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Roux Associates, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roux Associates, Inc. Profit Sharing/401… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Roux Associates, Inc. Profit Sharing/401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Roux Associates, Inc. Profit Sharing/401(k) Plan assets move in 2023? ▼
Roux Associates, Inc. Profit Sharing/401(k) Plan surged - up 30.8% during 2023, from $71M to $93M. Reported net income was $22M.
How have Roux Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roux Associates, Inc.'s sponsor-wide assets grew 54.4%, from $71M to $110M.
Where does Roux Associates, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Roux Associates, Inc. Profit Sharing/401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Roux Associates, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX ($93M, 2,688 participants).

Next read for Roux Associates, Inc. Profit Sharing/401…

Filing takeaways

Ways to act on Roux Associates, Inc. Profit Sharing/401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112579482.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.